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About 70 staff, including 20 licensed insurance and investment planning advisors are employed by CDSPI and its licensed affiliate, CDSPI Advisory Services Inc.

As President and CEO, Susan M. Armstrong is responsible for the management of all facets of the day-to-day operations of CDSPI and reports directly to the Board of Directors. Ms. Armstrong heads the company comprised of Insurance Advisory Services, Investment Advisory Services, Finance and Internal Operations, Information Technology and Marketing.